Sentences with phrase «more of an adviser»

I stopped being so involved in the day - to - day operations and became more of an adviser.

In a law firm there is more of an adviser - client relationship.»

Not exact matches

More Americans in positions of power began gravitating toward the Chicago school's ideas in the»70s, and Friedman became an adviser to President Ronald Reagan.

There are plenty of independent financial advisers out there who - unlike the banks - aren't intent on making more money flogging their own proprietary investment products.»

«We think this is one of the most egregious [conflicts of interest] we've seen in recent years, and it seems to be more widely practiced... To me, it sounds like a commission, and clients approach the adviser operating under the banner of fiduciary expecting those biases to not exist.»

Davidson recommends using www.finra.org: «Type your adviser's name into the FINRA database and you'll learn what securities licenses this person actually has and, even more important, whether or not any complaints, disciplinary actions, suspensions, or very frequent changes of employment appear on his or her record... You'll want to see a completely clean record... Even a single complaint, and certainly any disciplinary action, is a major red flag.»

The board will now be developing a team of experienced advisers to assist Dunn as CEO in «turning the corner» into a more developed stage.

«The commercialization of LEO (low Earth orbit) is an exciting prospect, but it will be an exercise in determining what ideas are more real than others,» said Phil Larson, a former space policy adviser to President Barack Obama who worked for Elon Musk's SpaceX, or Space Exploration Technologies Corp..

Qualities such as discipline and a willingness to stay the course are far more important, as the investment adviser world is «basically a world of attrition.»

For many years now, critics of trailer fees have been saying advisers are more likely to put clients into funds that offer attractive commissions over ones that don't.

According to a joint study from the University of British Columbia and the University of Utah, corporate boards that include women are more likely to seek help from financial advisers when faced with a takeover offer.

In short order, the young Canadian emerged as the leading banking adviser in the country, and he didn't mince words: Korea had 34 banks, most of them bankrupt; he recommended no more than four.

Schwerin went on to say that adviser Minyon Moore had raised tough questions about the wisdom of making the speech because it could «unintentionally end up elevating questions that aren't yet being widely asked and introduce new damaging information, especially super predator, to a lot more voters.»

«Do they know of a more successful adviser?»

The same outside adviser, who was unidentified in Tuesday's release, advised that a package of assistance programs to patients would: «force reporters to focus on the byzantine nature of drug pricing and health care and ensure the patient message gets out... specifically tie profits from Daraprim to the research and development of a new and more effective treatment for Daraprim patients.

«With a record of service that has spanned more than 30 years as a public servant, as an adviser, as a scholar, Ash is rightly regarded as one of our nation's foremost national security leaders,» Obama said.

Cummings wrote that the White House has withheld the documents related to the security clearances of former national security adviser Michael Flynn and current White House senior adviser Jared Kushner from Congress for more than half a year.

Graham said he wants to learn more about the «unmasking» of US citizens like former national security adviser Michael Flynn, who may have been caught up, incidentally, in surveillance of monitored non-US persons believed to be foreign agents.

Shares of Alphabet underperformed the already sagging broader tech sector following a New York Times report that some advisers to the president are discussing subjecting Google to more antitrust scrutiny.

Morgan Stanley is hoping that a drastic cut in this kind of compensation will spur brokers to sell more products, such as mutual funds, loans and financial planning services, to those clients, according to several Morgan Stanley advisers.

The average retail broker at Morgan Stanley typically gets no more than a few hundred shares per client for popular IPOs that the firm underwrites, said one of the advisers, who requested anonymity because he did not want to be seen criticizing his own firm.

«This order demonstrates more clearly than ever that the United States will not allow an illegitimate dictatorship to take hold in the Western Hemisphere at the expense of its people,» national security adviser H.R. McMaster said at the time.

Lori Schafer, executive adviser of retail for analytics company SAS Institute, said the retail industry is currently at the «cusp of a transformative shift,» as more retailers realize the potential of mobile analytics, like low - energy Bluetooth beacons.

He claims to draw more inspiration from his coterie of senior managers than from any mentor or adviser.

Trump believes in that part of his economic agenda more than anything else, and if Gary Cohn's exit taught us anything it's that any adviser now needs to get with that program or get out.

Through interviews with more than 40 people who have dealt with the hedge fund — including bankers, advisers, board members of various companies, and current and former employees of the firm — Fortune has learned previously unreported details that reveal just how far Elliott will go to win.

He has worked with Canadian politicians and policymakers of all political stripes to craft more effective public policy, including his most recent role as an outside economic adviser to Liberal Leader Justin Trudeau.

From his vantage point of more than 20 years» experience as a business owner and investment adviser, Adams contends that «people in the investment business should run their own companies so they can appreciate profits and the bottom line.»

Trump's about - face on the latest sanctions push came after he blew up at advisers upon finding out that the US had expelled far more Russian diplomats than its European allies in response to the poisoning of a former Russian spy (an attack the West has blamed on Russian operatives) in the UK last month.

The banks may be more conservative until there's more long - term visibility of where the commodity prices go,» said David Otte, a special adviser to Spears and Associates, a Dallas - based consultancy.

Alternatively, those relationships can amount to little more than a series of missed opportunities if business owners fail to recognize the potential contribution that well - seasoned accounting advisers can make — especially to companies whose internal financial departments may be woefully understaffed.

While many financial advisers say you need a replacement amount of 70 % or more of your working income, research shows most couples get by comfortably on 50 % to 60 %.

When advising clients, designing products and engaging in transactions, market participants and their advisers should thoughtfully consider our laws, regulations and guidance, as well as our principles - based securities law framework, which has served us well in the face of new developments for more than 80 years.

The Troops team already has an all - star list of investors and advisers, including First Round Capital, Founder Collective, Next View Ventures, Great Oaks Capital, Single Platform founder and CEO Wiley Cerilli, Flatiron Health cofounders Nat Turner and Zach Weinberg, and more.

Its rivals «are working to enhance their adviser platforms to allow blending of technologies into a more seamless process,» the publication says.

It has been close to a year since the Department finalized the Fiduciary Rule and PTEs, and now with the additional extension of the applicability date contained in this final rule, there is little basis for concluding that advisers need still more time before they will be ready to give advice that is in the best interest of retirement investors and free from material misrepresentations in exchange for reasonable compensation.

«By allowing investors and their financial advisers to efficiently learn about our REITs and invest directly, there is less cost involved in raising equity capital than there would be through more traditional public distribution formats,» said Amy Tait, chairman, CEO and co-founder of Broadstone, in a statement.

Trump's tweet came hours after his top economic adviser Larry Kudlow told reporters the US is «in the pre-preliminary stages of any discussions» with TPP countries about rejoining the pact, and that the prospect of reentry was more a «thought» than a «policy» at this point.

Uber's research team approached Professor Alan B. Krueger, a Princeton economist who previously was Mr. Obama's chief economic adviser, to conduct a joint survey of more than 600 of the company's drivers.

Research shows that the four focuses of DASH for the STASH — financial fraud, building a nest egg, selecting financial advisers, and the cost of investment fees — are all topics about which many investors need to learn more.

Bannon's rivals, led by senior White House adviser and presidential son - in - law Jared Kushner and former Goldman Sachs president Gary Cohn — and with the crucial backing of President Trump's daughter Ivanka — are an informal group of aides that has been pushing for the administration to take a more establishment - friendly turn.

And, testifying under oath, Summers, now the president of Harvard, dismissed the adverse consequences of his friends» frisky financial behavior: «I had enough knowledge of Russian mores and Russian practices and Russian views from the conversations that I had with Chubais and Vasiliev [senior Russian officials] to be confident that the set of issues contained the allegations were not issues that were consequential for them; and indeed that they would have, in part, valued advisers more extensively if they were more involved in actual private - sector activities.»

Regulatory action would be a more straightforward issue if the questioning hinged less on issuer complaints and suspicions and more on clear - cut examples of proxy adviser transgression.

For Howard «Buddy» Goldman III, a wealth management adviser for Northwestern Mutual in Owings Mills, Monday started with a phone call from one of his clients, an elderly woman who'd been watching the news as the Dow Jones industrial average plummeted more...

Though only a small percentage of taxpayers have such high incomes, research suggests that high - income tax payers are more responsive to tax reforms that affect charitable giving because they have more income, more tax advisers, and more incentive to devote time to figuring out the after - tax price of giving.

Any references to «we,» «us,» or «our» refer to the investment professionals associated with one or more of the following entities: the Investment Manager for your managed account will be Strategic Advisers, Inc., a registered investment adviser and a Fidelity Investments company; your Investment Manager is responsible for ongoing monitoring and oversight of your account; the Investment Manager has engaged Fidelity Investments Money Management, Inc. (FIMM) to provide the day - to - day discretionary management of your account, including investment selection and trade execution, subject to the Investment Manager's oversight and monitoring.

The Solicitor is the chief attorney for the United States Department of the Interior, principal legal adviser to the Secretary of the Interior, and is assisted by a Deputy Solicitor, Special Assistant, Ethics Director, Senior Counsel for Collaborative Action and Dispute Resolution, six Associate Solicitors, eight Regional Solicitors, and a staff of more than three hundred attorneys and four hundred total employees.

The trade deficit figures could strengthen the resolve of Mr. Trump's trade advisers, including Mr. Navarro and Robert Lighthizer, the United States trade representative, who want the United States to take a more aggressive stance on trade and are urging tougher action on trading partners that export more to the United States than they import, like China, Mexico and South Korea.

The startup, whose more than 4,500 customers include eight of the 10 biggest U.S. internet companies as well as several large retailers, is speaking to advisers about a potential listing, the people said, asking not to be identified discussing private information.

ASIC announced it was targeting the sale of digital tokens and is issuing inquiries to ICO issuers and their advisers where they identify conduct or... Read More